Meet your adviser

A Chartered Financial Planner with 16 years’ experience helping clients plan with clarity and confidence.

Who I am

I’ve spent the last 16 years advising clients at pivotal moments in their careers and businesses — including senior executives at FTSE 100 companies, investment bankers, hedge fund managers, and partners at leading accountancy and law firms in London.

How I help

Life, work and business often move faster than we realise. I help clients put plans in place that secure financial freedom and deliver lasting prosperity for them and their families.

Who I work with

I work with clients across the board — anyone who’d benefit from genuinely independent advice. Where I have particular depth is with high-net-worth clients: business exit, succession and legacy planning, and senior executive compensation.

What sets me apart

I’m fully independent — not tied to any product provider, platform or investment house — so every recommendation is based on what’s right for each client.